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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Howard is a financial advisor with Robert W. Baird & Co. Inc. Lynn has been working in the financial services industry since 1998. Lynn specializes in providing financial planning, portfolio management, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
02/17/2012 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
WA
06/01/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (SEATTLE WA)
WA
07/22/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
WA
07/09/1999 - 07/07/2004
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
NJ
11/02/1998 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 03/24/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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